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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Limited liability companies — the most common structure for independent RIAs.
29,502 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| ZETLMAIER WEALTH MANAGEMENT LLC CRD 327128 | Seattle, WA | Advisory firm LLC | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED RETIREMENT STRATEGIES CRD 142969 | — | Advisory firm LLC | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WROUGHT FINANCIAL PLANNING CRD 314597 | Haddonfield, NJ | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COURAGE KORVING MILLER PARTNERS, LLC CRD 318067 | Norfolk, VA | Advisory firm LLC | $44.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICON CAPITAL MANAGEMENT, LLC CRD 115239 | — | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY INVESTMENT SERVICES, LLC CRD 144127 | Rancho Cucamonga, CA | Advisory firm LLC | $44.2M | 4 advisors | Percentage of AUM; REFERRAL FEES/PENSION CONSULTING FEES | View | |
| KANNO CAPITAL CRD 308060 | Bellevue, WA | Advisory firm LLC | $44.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPIC INVESTMENT MANAGEMENT CRD 155370 | — | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM | View | |
| SMART PORTFOLIO CRD 324633 | Brea, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM | View | |
| BARNES & COMPANY INVESTMENT COUNSEL, LLC CRD 282136 | Los Angeles, CA | Advisory firm LLC | $44.1M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WINTHROP PARTNERS - WPA , LLC CRD 282102 | Buffalo, NY | Advisory firm LLC | $44.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATERFORD FINANCIAL MANAGEMENT, LLC CRD 143810 | Fair Haven, MI | Advisory firm LLC | $44.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MASS GROUP CRD 330425 | Dubai, CA | Advisory firm LLC | $44.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DJ WEALTH SYSTEMS, LLC CRD 299360 | CA | Advisory firm LLC | $44.0M | 1 advisors | Percentage of AUM | View | |
| LIONS GATE SOVEREIGN CAPITAL, LLC CRD 134781 | White Bear Lake, MN | Advisory firm LLC | $44.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASCENT RETIREMENT ADVISORS CRD 325385 | Boise, ID | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM | View | |
| BEST WEALTH ADVISORY, LLC CRD 326526 | Saint George, UT | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POWERS CAPITAL MANAGEMENT CRD 301914 | Conshohocken, PA | Advisory firm LLC | $43.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KERWIN ASSET MANAGEMENT, LLC CRD 145906 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM | View | |
| EPIC FINANCIAL, LLC CRD 169410 | Hudson, OH | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ERIKSEN CAPITAL MANAGEMENT CRD 138089 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| K.W. ANDERSEN INVESTMENT GROUP, LLC CRD 290645 | — | Advisory firm LLC | $43.8M | 1 advisors | Percentage of AUM | View | |
| ACME CREDIT PARTNERS CRD 328087 | New York, NY | Advisory firm LLC | $43.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HUSSMEN FINANCIAL CRD 148127 | Midlothian, VA | Advisory firm LLC | $43.8M | 1 advisors | Hourly charges; Fixed fees | View |